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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3701
Dynamic Wealth Strategies
California
$187K -$14.9K -55 -7%
CYG
3702
Clean Yield Group
Vermont
$187K +$37K +137 +25%
FA
3703
Financial Avengers
California
$186K +$541 +2 +0.3%
EPW
3704
Evergreen Private Wealth
Colorado
$183K +$1.35K +5 +0.8%
RP
3705
Rowlandmiller & Partners
Georgia
$183K -$48.9K -181 -21%
AWM
3706
AllSquare Wealth Management
New York
$182K – – –
MFG
3707
Mendota Financial Group
Wisconsin
$180K -$64.3K -238 -27%
PCA
3708
Providence Capital Advisors
North Carolina
$178K -$1.62K -6 -0.9%
FCMT
3709
Founders Capital Management (Texas)
Texas
$170K -$31.4K -116 -16%
AP
3710
Atwood & Palmer
Missouri
$167K +$811 +3 +0.5%
PWMA
3711
Pension & Wealth Management Advisors
Massachusetts
$166K -$107K -394 -40%
MB
3712
Mizuho Bank
Japan
$165K – – –
TAM
3713
Tucker Asset Management
Colorado
$163K +$5.41K +20 +3%
WAG
3714
Wiser Advisor Group
Arizona
$161K -$6.49K -24 -4%
BC
3715
Barrett & Company
Rhode Island
$160K – – –
DCBT
3716
Dakota Community Bank & Trust
North Dakota
$158K -$1.35K -5 -0.9%
BBPWM
3717
Blue Bell Private Wealth Management
Pennsylvania
$154K +$11.6K +43 +8%
FCG
3718
Financial Connections Group
California
$151K -$30K -111 -17%
AWM
3719
Activest Wealth Management
Florida
$150K +$36K +133 +32%
IA
3720
IFS Advisors
Kansas
$145K – – –
RWM
3721
Raffa Wealth Management
District of Columbia
$143K +$8.38K +31 +6%
NECFA
3722
New England Capital Financial Advisors
Connecticut
$141K -$2.43K -9 -2%
CPG
3723
Cornerstone Planning Group
New Jersey
$140K +$10.5K +39 +9%
TC
3724
Truvestments Capital
Florida
$133K +$131K +483 New
TLA
3725
Tanglewood Legacy Advisors
Texas
$132K – – –
147 148
149
150 151